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E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
126
APG Asset Management
APG Asset Management
Netherlands
$4.22B +$138M 24 13.09% Increased
127
Artisan Partners
Artisan Partners
Wisconsin
$4.22B +$221M 15 6.82% Increased
128
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$4.18B +$41.6M 26 11.19% Increased
129
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$4.14B -$284M 34 10.79% Reduced
130
HighTower Advisors
HighTower Advisors
Illinois
$4.12B -$192M 44 5.6% Reduced
131
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$4.01B +$113M 52 10.36% Increased
132
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$4B -$157M 26 8.98% Reduced
133
Winslow Capital Management
Winslow Capital Management
Minnesota
$3.98B +$91.3M 7 15.86% Increased
134
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.96B +$8.93M 20 8.31% Increased
135
William Blair & Company
William Blair & Company
Illinois
$3.88B -$51.2M 34 11.71% Reduced
136
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.83B +$668M 30 8.16% Increased
137
Chevy Chase Trust
Chevy Chase Trust
Maryland
$3.82B +$27.9M 15 12.21% Increased
138
NMO
Newlands Management Operations
Texas
$3.72B +$3.31M 7 25.23% Increased
139
Millennium Management
Millennium Management
New York
$3.67B +$151M 109 1.95% Increased
140
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$3.67B +$105M 65 10.54% Increased
141
Two Sigma Advisers
Two Sigma Advisers
New York
$3.62B -$195M 69 8.14% Reduced
142
1832 Asset Management
1832 Asset Management
Ontario, Canada
$3.53B -$59.9M 15 3.21% Reduced
143
Temasek Holdings
Temasek Holdings
Singapore
$3.5B -$382M 11 14.09% Reduced
144
Storebrand Asset Management
Storebrand Asset Management
Norway
$3.39B -$51.3M 29 11% Reduced
145
Credit Agricole
Credit Agricole
France
$3.37B +$496M 38 10.58% Increased
146
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$3.34B +$270M 89 7.12% Increased
147
Axa
Axa
France
$3.33B +$93.4M 27 10.93% Increased
148
Baird Financial Group
Baird Financial Group
Wisconsin
$3.32B +$23.5M 22 6.4% Increased
149
Creative Planning
Creative Planning
Kansas
$3.31B +$48.1M 63 3.11% Increased
150
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$3.31B -$298M 6 23.58% Reduced